Lido Advisors
ACWI icon

Lido Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lido Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.4M Sell
219,746
-116,899
-35% -$16.8M 0.09% 147
2025
Q4 		$46.9M Sell
336,645
-6,985
-2% -$980K 0.14% 95
2025
Q3 		$47.5M Buy
343,630
+238,258
+226% +$31.6M 0.15% 89
2025
Q2 		$13.6M Sell
105,372
-56,579
-35% -$6.78M 0.05% 207
2025
Q1 		$18.8M Sell
161,951
-4,067
-2% -$487K 0.08% 146
2024
Q4 		$19.5M Sell
166,018
-8,415
-5% -$1.01M 0.09% 138
2024
Q3 		$20.9M Sell
174,433
-7,850
-4% -$899K 0.1% 100
2024
Q2 		$20.5M Sell
182,283
-1,568
-0.9% -$172K 0.11% 96
2024
Q1 		$20.2M Sell
183,851
-241,624
-57% -$25.4M 0.12% 88
2023
Q4 		$31.5M Buy
+425,475
New +$40.7M 0.21% 51
2023
Q3 		– Sell
-237,324
Closed -$22.8M – 1210
2023
Q2 		$22.8M Sell
237,324
-21,949
-8% -$2.04M 0.16% 65
2023
Q1 		$23.6M Buy
+259,273
New +$23.1M 0.23% 55

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Lido Advisors's ACWI Position: Q1 2026 in Review

Lido Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 35% in Q1 2026, selling an estimated $16.8M and leaving 219,746 shares worth $30.4M. The position accounts for 0.09% of the portfolio, ranked #147.

Lido Advisors first reported a position in ACWI in Q1 2023 and has held it in 12 quarters since. The position peaked at $47.5M in Q3 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Lido Advisors held 219,746 shares of iShares MSCI ACWI ETF worth $30.4M as of Q1 2026.
  • Lido Advisors sold 116,899 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $16.8M.
  • iShares MSCI ACWI ETF made up 0.09% of Lido Advisors's portfolio in Q1 2026, its #147 holding.
  • Lido Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 12 quarters since.
  • Lido Advisors's iShares MSCI ACWI ETF position peaked at $47.5M in Q3 2025.
  • 797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.